See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,153 | $165,335+133.6% | $149,696+158.0% | $158,922+143.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.06% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,134 | $5,103-77.8% | $4,644-75.6% | $4,761-76.2% |
| Participant deferral / active EE | $1,283 | $7,181-82.1% | $6,842-81.2% | $5,982-78.5% |
| Admin fee / account holder | $168 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |